Julius Bär Gruppe is a Switzerland‐based private banking group founded in 1890 and headquartered in Zurich. The firm specializes in providing wealth management services to high‐net‐worth and ultra‐high‐net‐worth clients, offering personalised investment advice, portfolio management and succession planning. With deep roots in Swiss banking tradition, Julius Bär combines its heritage with digital innovations to address evolving client needs.
The company’s core activities include investment advisory, discretionary asset management and structured products. Julius Bär also offers access to alternative investments, foreign exchange services, credit and financing solutions, as well as custody and settlement services. In addition to bespoke financial planning, the firm provides clients with research and market insights, covering equities, fixed income, real estate and commodities.
Julius Bär maintains a global footprint, serving clients across Europe, Asia Pacific, Latin America and the Middle East. Key offices are located in major financial centres such as Zurich, Geneva, London, Hong Kong, Singapore and Dubai. The group leverages its international network to deliver cross‐border solutions and local expertise, ensuring compliance with regional regulations.
The firm is governed by an independent board of directors and led by Group CEO Philipp Rickenbacher, supported by a seasoned executive committee. Chairman Axel P. Lehmann oversees corporate governance practices and strategic direction. Under this leadership, Julius Bär continues to refine its product suite, expand its digital platform and uphold its commitment to sustainability and responsible investing.
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